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New Covenant Income NCICX

Quantitative rating as of
  • NAV / 1-Day Return 21.12  /  0.53 %
  • Total Assets 364.6 Mil
  • Adj. Expense Ratio
    0.800%
  • Expense Ratio 0.960%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Intermediate Core Bond
  • Credit Quality / Interest Rate Sensitivity High / Limited
  • Min. Initial Investment 500
  • Status Open
  • TTM Yield 2.12%
  • Effective Duration 4.77 years

Morningstar’s Analysis NCICX

Will NCICX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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New Covenant Income's recent fee hike and decreased People Pillar rating result in a fall in this strategy's Morningstar Quantitative Rating to Negative from Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

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